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Best financial advisors in La Fayette, OH

Registered advisers within 25 miles of La Fayette, OH.

Offices
94
Firms
36
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,145,030 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
RESERVOIR WEALTH MANAGEMENT
STREAMLINE FINANCIAL STRATEGIES LTD
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.

Investors

Zachary Charles Lauck
Andrew David Lotz
Michael J Fisher
Cameron M Lauck
David Michael Lotz
Mathew L Gallaspie
Scott Allen Neth
BRIAN WILLIAM WENTLING
Jack Langhals
JACOB ELROD
Jared D Hollar
IAN ARMENTROUT
Craig Joseph Bauman
JARED THOMAS WALSH
Shawn C Goetz
Joseph R Frost
Brynn E Thompson
ZACHARY T DONLEY
ROBERT ALLEN SZUCH
Ann Elizabeth Meiring
MARK B ALTSTAETTER
CHERIE LYNNE TURNWALD
Aubree Schaefer
Mary Ann Wireman
Matthew Nutter
ZACHARY DAVID MILLER
MICHAEL JOHN MOESSNER
COREY VINSON FRAZER
LORI CASCIANI KROEGER
Jason Cox
David Alvin Compton
KENNETH WILLIAM RUMBAUGH
TIMOTHY RYAN SIELSCHOTT

Within 25 miles of La Fayette, OH, Best Investors lists 36 registered investment advisory firms with 94 offices nearby, managing about $4.90T in combined regulatory AUM across 1,145,030 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in La Fayette

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM